The Female Financial Revolution: Rethinking Wealth Management with Dr. Barbara Provost (Ep. 54)

The Female Financial Revolution: Rethinking Wealth Management with Dr. Barbara Provost (Ep. 54)

How can the financial industry better serve women’s unique needs? In this episode, Shannon Spotswood speaks about women and money with Dr. Barbara Provost, Ed.D., MS Ed, MBM, founder of Purse Strings.  Shannon and Dr. Provost explore the disconnect between financial services and women’s needs while emphasizing the importance of a personalized approach, citing research …

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From Captive Insurance BD to 4x Organic Growth in Independence ft. Wes Miller, Partner, Wealth Management Advisor, Willow Private Wealth (Ep. 53)

From Captive Insurance BD to 4x Organic Growth in Independence ft. Wes Miller, Partner, Wealth Management Advisor, Willow Private Wealth (Ep. 53)

Welcome back to another episode of the Disruption Blueprint Podcast! If you’re a financial advisor navigating the challenges of the insurance channel and contemplating a shift to independence, Wes Miller’s transformative journey is a must-listen on the Disruption Blueprint podcast.  Wes Miller, Partner and Wealth Management Advisor at Willow Private Wealth, spent the majority of …

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The Financial Advisory Succession Crisis with David DeVoe (Ep. 52)

The Financial Advisory Succession Crisis with David DeVoe (Ep. 52)

It looks like the financial services industry is progressing towards a succession crisis. Are advisors ready to handle it? This week, Shannon Spotswood interviews David DeVoe, the Founder and CEO of DeVoe & Company, about the current state of M&A activity and succession planning in the financial advisory space.  Together, they highlight the succession crisis …

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Stepping Out of Your Comfort Zone and Inspiring Others with Nicole Middendorf (Ep. 51)

Stepping Out of Your Comfort Zone and Inspiring Others with Nicole Middendorf (Ep. 51)

How can financial advisors take themselves and their practices a step further to unleash their growth potential? In this episode, Shannon Spotswood hosts Nicole Middendorf, the CEO of Prosperwell Financial, to talk about the power of stepping out of your comfort zone and the value of authenticity in financial advising.  Nicole shares her personal journey, …

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Driving Trust, Growth, and Innovation in Wealth Management with Eric Clarke (Ep. 50)

Driving Trust, Growth, and Innovation in Wealth Management with Eric Clarke (Ep. 50)

In every walk with nature, one receives far more than he seeks. – John Muir Could this saying be true with businesses as well, that oftentimes we receive a lot more than we seek? Join Shannon Spotswood from RFG Advisory as she and Eric Clarke, the visionary Founder and CEO of Orion, discuss the rapidly …

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Why Your Zoom Calls Matter with Liz Dykes (Ep. 49)

Why Your Zoom Calls Matter with Liz Dykes (Ep. 49)

How do we maintain a personal touch in an increasingly digital age? Elevate your understanding as Dr. Jordan Hutchison is joined by Liz Dykes, Chartered Investment Manager and Certified in Life and Success Coaching.   Together, they plunge into the essence of understanding clients, challenging preconceived notions, and establishing strong rapport, especially in the financial advisory …

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Endurance Entrepreneurs: The Thin Line Between Complacency & Burnout with Michael Futterman (Ep. 48)

Endurance Entrepreneurs: The Thin Line Between Complacency & Burnout with Michael Futterman (Ep. 48)

Some advisors become too comfortable with their current situation and stop striving for more, usually due to a fear of disrupting what’s already working. Others are always in the “go, go, go” mindset, ultimately burning themselves out! How can you strike a balance between complacency and burnout? In this episode, Shannon Spotswood speaks with Michael …

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Unleashing Growth Potential: Shannon Spotswood’s Blueprint for Success (Ep. 47)

Unleashing Growth Potential: Shannon Spotswood’s Blueprint for Success (Ep. 47)

What achievements and victories can we learn from Shannon Spotswood? Today, Shannon takes a seat on the other side of the mic to share her experiences and insights with us. In this episode, Shannon Spotswood, President of RFG Advisory, is interviewed by Dr. Jordan Hutchison on the Game Film, a brand extension for Disruption Blueprint. …

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How Availability & Support Make A Difference For Clients With Kelly Klingaman (Ep. 46)

How Availability & Support Make A Difference For Clients With Kelly Klingaman (Ep. 46)

Welcome to Game Film with Dr. J, where we share some of the most valuable lessons for advisors from real client experiences and business decisions. In this episode, Dr. Jordan Hutchison, Vice President of Technology at RFG, welcomes Kelly Klingaman, CFP®, RLP®, founder of Kelly Klingaman Financial Planning, to an episode of Game Film with …

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Just Show Up (Ep. 45)

Just Show Up (Ep. 45)

In their element, at Dynamis Alliance HQ, Bobby White, RFG Advisory Founder and CEO, and Dom Raso, former Navy Seal Team 6 Warrior and Founder of Dynamis Alliance, sit down to talk about what it means to show up. This impactful episode is all about pushing through fear and how programming your mind can help …

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